Friday, June 27, 2008

June 27, 2008 Roundup

Analysts in the news for June 27:

  • Carl Howe at Yankee Group about Apple’s three considerations for iPhone location apps: liability, liability, and liability
  • Carl Howe at Yankee Group about I’ll see your billion PCs and raise you 3.4 billion PDs
  • James Faucette at Pacific Crest Securities, Jack Gold at J. Gold Associates and Matt Thornton at Avian Securities via Investor's Business Daily about BlackBerry Maker RIM Misses Q1 Views
  • Phil Kendall and Susan Welsh de Grimaldo at Strategy Analytics about Worldwide Mobile Subscriptions to Reach 5.6 Billion by 2013
  • Gartner's Carolina Milanesi via Dow Jones Newswires about Sony Ericsson Profit Warning Hits Sector
  • Phillip Redman at Gartner via Computerworld about Virgin Mobile USA to buy Helio for $39M
  • Sal. Oppenheim Jr. & Cie analyst Nicolas von Stackelberg, Robert Jacobsen at Jyske Bank and Richard Windsor at Nomura via Bloomberg.com about Sony Ericsson Says Profit Will Drop as Sales Weaken
  • Chris Jones at Canalys via BusinessWeek about Garmin Gets on the Phone
  • Pali Research analyst Walter Piecyk via Barron’s Online Tech Trader Daily about What's Up With Sprint?
  • JoAnne Feeney at FTN Midwest via Barron’s Online Tech Trader Daily about Report Future iPhone To Be Powered By Intel's Atom Chip
  • Friedman Billings Ramsey analyst Craig Berger via Barron’s Online Tech Trader Daily about Apple To Build 15M-Plus 3G iPhones In 2008, FBR Says
  • JMP Securities analyst Samuel Wilson via Barron’s Online Tech Trader Daily about AAPL, NOK, PALM Shares Tumble As RIMM Ups Marketing, Notes Higher Component Prices

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Wednesday, May 14, 2008

May 14, 2008 Roundup

Analysts in the news for May 14:

  • Ian Chard at Juniper Research about Mobile Web 2.0 revenues to reach $22.4bn by 2013, driven by User Generated Content and Social Networking
  • Michael Gartenberg at JupiterResearch about The pen is the platform - LiveScribe First Thoughts
  • Thomas Husson at JupiterResearch about MVNOs better than their hosts?
  • Ian Fogg at JupiterResearch about iPhone Revisited: Signs and Portents
  • Dean Bubley at Disruptive Analysis about Adding a second carrier in 3G HSPA networks
  • Paolo Pescatore at CCS Insight about More and More MVNOs Enter the Italian Market
  • Thomas Kang at Strategy Analytics and Harrison Cho at Mirae Asset Securities via BusinessWeek about LG Closes in on Motorola
  • UBS analyst Maynard Um via Barron’s Online Tech Trader Daily about Palm: UBS Downgrades To Sell, Cites Competitive Threats
  • Credit Suisse analyst Justin Funnell via Barron’s Online Tech Trader Daily about Sprint: Deutsche Telekom Bid Unlikely, Credit Suisse Says
  • Eddie Hold at Current Analysis, Roger Entner at IAG Research and Stanford Group Co. analyst Michael Nelson via Dow Jones about Virgin Mobile, Helio Merger Talks Sign Of Tough Wireless Market

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